Economic Outlook

Each quarter, PIMCO’s investment professionals from around the globe gather to update the firm’s global economic outlook. Three of these meetings – March, September and December – focus on the cyclical outlook for the next six to 12 months, while the May economic forum focuses on the secular outlook for the next three to five years. These macro outlooks underpin our global investment process.

PIMCO’s Global Economic Advisor and CIO of U.S. Core Strategies detail their perspectives on potential movement in Japanese core inflation, China’s likely continuation of volatility suppression, and how growth may decline in both countries in 2018.

Libby Cantrill, Head of Public Policy, and Naila Makhdumi, Account Manager for Strategic Accounts, discuss the U.S. policy landscape and what the potential outcomes could mean for markets in the months ahead.